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Overweight on Pharma, IT: Kotak AMC

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September 4: “We are overweight on export-oriented companies due to the market attention they were receiving,” Kotak AMC’s Alroy Lobo says, clarifying that these are not devoid of problems. Multinational consumer companies will see interest on better management and cash flows, he says. Lobo also expects a massive hike in diesel prices after the parliament session.